Vanguard High Dividend Yield ETF
352 hedge funds and large institutions have $2.83B invested in Vanguard High Dividend Yield ETF in 2014 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 14 closing their positions.
500% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 14
114% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 69
29% more funds holding in top 10
Funds holding in top 10: 28 → 36 (+8)
22% more funds holding
Funds holding: 289 → 352 (+63)
19% more capital invested
Capital invested by funds: $2.38B → $2.83B (+$444M)
0.88% more ownership
Funds ownership: 26.24% → 27.11% (+0.88%)
25% less call options, than puts
Call options by funds: $1.44M | Put options by funds: $1.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$33.7M |
| 2 |
PC
Permanens Capital
New York
|
+$22.1M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$19.1M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$18.6M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$10.9M |
| 2 |
RW
Rand Wealth
Baltimore,
Maryland
|
-$3.42M |
| 3 |
Barclays
London,
United Kingdom
|
-$3.27M |
| 4 |
RNS
Robert N. Shapiro
|
-$2.98M |
| 5 |
GMA
Goldstein Munger & Associates
San Ramon,
California
|
-$2.36M |
VYM Hedge Fund Activity: Q4 2014 in Review
352 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2014, worth a combined $2.83B — up 19% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new VYM positions and 14 closed out — a net gain of 70 holders — while 148 added to existing stakes and 69 trimmed.
The largest buyer was Bank of America, adding an estimated $33.7M. The largest seller was Mizuho Bank, cutting an estimated $10.9M.
- 352 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2014, up from 289 in Q3 2014.
- Funds reported $2.83B of Vanguard High Dividend Yield ETF stock for Q4 2014, up 19% quarter-over-quarter.
- 84 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2014 and 14 closed out, a net change of +70 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q4 2014 was Bank of America, an estimated $33.7M added.
- The largest Vanguard High Dividend Yield ETF seller in Q4 2014 was Mizuho Bank, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2014.